Need help reporting on Lead activity
I would like to be able to have both Views and Reports of Leads, with the most recent associated activity (1 to 3 most recent Events or Tasks).
Lead Reports can pick up associated emails and Notes, but not Events or Tasks.
Views are unable to associate other data modules at all.
What I'd like to see is:
Jane Smith
Open Task - follow up call due 04/10/2011
Closed Task - Sent literature. 11/01/2010
Paul Johnson
Closed Task - Update call 12/05/2010
Closed Task - Answer Questions 12/01/2010
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A related report I'd like to be able to generate is:
All Active Leads with No Activities in last n days.
This would be a tool for making sure leads do not become lost.
Are these sort of reports possible without exporting to another tool?